Load Statement

Once a statement has been received for contract period it can be loaded into RCS by clicking on Load statements against the relevant period.

1. With the relevant month/period highlighted after entering the relevant fee (and unticking Est to send the invoice) click on Load statement

2. Find the statement file (which has to be in PDF format) from the directory window and click on Open

3. The system will rename the file according to the Contract reference, the name of the customer and the period it is for.

4. After the file has been loaded, it can be accessed in the Documents tab. There is the option to remove it from RCS- use this option with extreme caution as it will totally remove the file from your file system. If in doubt contact the RCS Administrator.